Aspen Aerogels Inc vs Firy Inc. — how do they compare? Aspen Aerogels Inc trades at $5.09 (market cap $427.65M), while Firy Inc. trades at $8.41 (market cap $133.29M). The key difference: Aspen Aerogels Inc is far larger — about 3.2× Firy Inc.'s market cap, and Firy Inc. is trading nearer its 52-week high, Aspen Aerogels Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | FIRY | |
|---|---|---|
Market Cap | $427.65M | $133.29M |
Sector | Technology | Consumer Cyclical |
52-Week High | $8.82 | $12.45 |
52-Week Low | $2.57 | $2.28 |
Enterprise Value | $382.60M | $76.96M |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
FIRY (formerly Skillz) trades at $8.54, down 3.06% today, amid a recent rebrand and mixed quarterly results. The stock shows a bullish technical signal with support near $8 and resistance at $9, while fundamentals reveal persistent losses despite a high gross margin of 87.75%. Revenue has declined from $270M in 2022 to $104M in 2025, with net income margins deeply negative. Cash flow remains negative, though operating losses have narrowed from 2022 peaks.
Outlook is cautious; while technicals suggest near-term strength, fundamental challenges from sustained unprofitability and high cash burn pose significant risks. Analyst sentiment is mixed with 60% hold ratings, reflecting uncertainty over the company's turnaround amid competitive pressures in mobile gaming.
Trailing returns across standard periods
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →Firy Inc. operates a mobile gaming platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and other international markets. The company operates through two segments: Skillz and RZR. Its Skillz platform enables game developers to monetize their content by integrating real-money tournaments, virtual prizes, and social competition features directly into multiplayer games.
Read more on FIRY →